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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,447 | $85,169-79.5% | $172,755-89.9% | $72,983-76.1% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 14.84% | 27.32%-12.5pp | 802.94%-788.1pp | 81.01%-66.2pp |
| Employer contribution / active EE | $186 | $3,324-94.4% | $5,144-96.4% | $2,440-92.4% |
| Participant deferral / active EE | $833 | $3,260-74.5% | $5,198-84.0% | $3,608-76.9% |
| Admin fee / account holder | $2,376 | $5,880-59.6% | $13,955-83.0% | $5,124-53.6% |